CPA-led • Predictable • Year-round Start any day • Billed every 28 days (13/yr)

1040 Maintenance Membership — Pricing

For complex 1040 filers (Schedules C/E/F, rentals, multi-state). We don’t do one-off seasonal returns. This membership combines your 1040 filing with quarterly check-ins and Q4 planning, so you stay compliant, tax-smart, and future-ready.

Base 1040 Maintenance

Best for  Schedule C/E/F or rental filers
$267 /mo billed every 28 days (≈ $3,210/yr)
  • CPA-prepared 1040 + primary state, preparation & e-file
  • Quarterly check-ins (income, estimates, life events)
  • Q4 tax planning session (projection + action steps)
  • Notice handling for returns we file
  • Secure portal + e-signature • Reasonable Q&A access

Multi-state, additional rentals, K-1s, or special elections quoted by scope during discovery.

Apply for Base Maintenance

Enhanced 1040 Maintenance

Most Popular  Priority & multi-state
$325 /mo billed every 28 days (≈ $3,900/yr)
  • Everything in Base
  • Expanded scope: multi-state filing and/or multiple rentals
  • Priority portal response SLAs
  • Optional IRS transcript monitoring
  • Quarterly estimate management & reminders

Final scope confirmed in discovery. Entity returns (1120S/1065/1120) are separate.

Apply for Enhanced Maintenance
Rolling start

Begin any day

Your membership begins the day you sign. We onboard immediately and bill every 28 days from your start date ( 13 cycles/year).

Included return

Which tax year is covered?

We include the tax year that ends inside your 12-cycle window. For calendar-year filers, that’s the current year (filed next season). Additional states are scoped as needed.

Onboarding & scope

Setup & catch-up

Light onboarding is included. If substantial catch-up or reconstruction is needed, we’ll quote a fixed setup scope before we begin—no surprises.

Autopay

No invoices to chase

All tiers are billed by autopay every 28 days. Your engagement letter shows your cadence, scope, and any add-ons approved by you.

Mid-year join

Start now

No need to wait for “tax season.” Onboarding starts right away; your included return follows the coverage rule above.

Renewal

Anniversary renewal

Membership renews on your anniversary. We’ll review scope annually and right-size your tier if your complexity changes.

Apply for 1040 Maintenance How Advisory Works FAQs What’s Included

Individual Membership — FAQs

When does the membership year run?
Our membership year runs from July 1 to June 30 each year.
Which tax return is included in my membership?
Your membership includes the tax return for the tax year that ends within your membership year .
  • For most calendar-year taxpayers: the return for that calendar year, filed the following spring.
  • For fiscal-year businesses: the fiscal year ending during your membership term.
What happens if I join mid-year?
Your first invoice will include your regular monthly dues plus a one-time catch-up amount covering the months from July 1 to your join month. This ensures your included return is fully funded no matter when you start.
Example: Join in November → first invoice = November dues + catch-up for July–October.
How are prior-year returns handled?
Any tax returns for tax years that end outside your current membership year are billed separately.
What’s included with the Basic Membership?
Preparation and e-filing of your individual tax return (Form 1040) with included schedules per your plan, secure portal document exchange, CPA review, and year-round portal access.
What’s included in the Early Retainer Program?
Audit protection for the return we prepare, including IRS/state correspondence and representation, excluding issues caused by missing or inaccurate client-provided information.
What’s included in the Peace of Mind Bundle?
Everything in Early Retainer, plus:
  • Mid-year tax planning session
  • IRS transcript monitoring
  • Up to 3 quick-access tax questions per year
  • IRS notice response service for the return we prepared
  • Exclusive access to our Member Resource Center — CPA-led videos, recorded webinars, and searchable Q&A library
  • Invitations to member-only live webinars throughout the year
How do I schedule my planning or review sessions?
We send reminders when it’s time to book. You choose a time via our online scheduler. Sessions are by appointment; if not scheduled, they do not roll over.
Where do I upload documents?
All document exchange happens in our Qount secure client portal . Membership videos and webinars are hosted separately and never include your private files.
Is the service fully virtual?
Yes. Meetings are via video, documents are exchanged in Qount, and returns are e-signed/e-filed.